Claudia is a Principal in the Cleveland office. She has over sixteen years of experience serving clients in the areas of financial, estate and tax planning.
Prior to joining Cerity Partners, Claudia was a Senior Consultant with Deloitte Tax LLP Private Client Advisors group where she served ultra-high-net-worth clients such as professional athletes, coaches, and business executives. Before Deloitte and Touche, Claudia worked at IMG as a financial executive in the Tennis and Executive Clients Division of McCormack Advisors International serving ultra-high-net-worth clientele. She also worked in the Client Bookkeeping division of IMG, paying bills and maintaining general ledgers for professional athletes, coaches, and entertainers.
Claudia earned her Bachelor of Arts in accounting from Baldwin-Wallace College and is a Certified Public Accountant. She is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.
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